Enso Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Enso Wealth Management is a financial services firm that operates as independent, fee-based financial advisors. The firm aims to translate wealth into fulfillment by guiding clients to cultivate and protect what matters most in life, broadening the notion of wealth to include meaningful relationships, self-care, personal joy, and positive impact, in addition to financial assets. Its services are centered on helping clients manage money while addressing broader life goals and well-being, offering guidance on wealth that supports personal fulfillment.
Located in Petaluma, California, the firm serves individual families and other clients within the financial planning space, positioning itself as a boutique advisory practice focused on client success and well-being. The company emphasizes its independence from commission-driven models and a client-first approach. A notable development in the recent period is its acquisition by Choreo, LLC, reflecting a significant industry movement and consolidation in the west coast market.

Sign up for free to view info

Company overview Email format